Client queries, document requests and filing deadlines, handled in one shared inbox, CRM and client portal built for accountancy practices. Less chasing, fewer missed dates.
EU-hosted & GDPR-friendly · set up and migrated for you.
Client queries, document requests and filing deadlines, handled in one shared inbox, CRM and client portal built for accountancy practices. Less chasing, fewer missed dates.
Every client query in one shared mailbox your team can pick up, nothing stuck in one person's inbox while a deadline ticks.
Keep every client, their entities, deadlines and history in a CRM built for a practice, not a generic sales tool.
Turn filing dates and queries into tracked tasks and tickets with reminders, so nothing falls through the cracks.
Collect documents and answer questions through a branded portal instead of insecure email attachments.
Practice management software, an accountant CRM and a client portal, one platform, one bill. Replace the stack of separate subscriptions with a single, EU-hosted platform from €99/month.
See pricingPopular searches: accountancy practice management software, accountant CRM, practice management, accounting firm software, client portal for accountants, client inbox.
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